Estate Planning Practice Overview
The Alvarez Firm prides itself on developing a relationship with each of its clients and learning the unique characteristics of each person’s family, financial, professional and personal circumstances, and preparing a tailored plan and documents around them. While some firms may offer you cookie cutter solutions geared towards “the average person,” The Alvarez Firm doesn’t believe there is any such “average person.”
During your initial visit, Mr. Alvarez will provide a professional overview of the estate planning process, listen to your general family, financial, professional and personal goals and discuss any questions or concerns that you may have. In order to more fully understand your situation, The Alvarez Firm will then provide a focused questionnaire.
After developing a solid understanding of you and your background, The Alvarez Firm will design a plan and draft estate planning documents uniquely suited to your family, financial, professional and personal circumstances.
Should you already have a personal accountant, financial planner or insurance planner, The Alvarez Firm will communicate with each professional to ensure that the plan that we develop will dovetail snuggly with the planning that they have already provided. If you need to find professionals in these fields, we can also help with referrals.
While very dedicated to developing a custom solution, The Alvarez Firm is also sensitive to doing so at a reasonable and affordable cost.
If you are interested in discussing your goals in detail, please call us at 818.224.7077 or e-mail us at info@alvarezfirm.com.
